ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 290 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 1.71 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $3,349,000 | +16.0% | 22,697 | +3.7% | 0.05% | +4.0% |
| Q4 2018 | $2,887,000 | -18.4% | 21,894 | +3.3% | 0.05% | -9.1% |
| Q3 2018 | $3,538,000 | +9.7% | 21,196 | +7.3% | 0.06% | -1.8% |
| Q2 2018 | $3,226,000 | +20.6% | 19,760 | +11.4% | 0.06% | +19.1% |
| Q1 2018 | $2,675,000 | +513.5% | 17,732 | +502.7% | 0.05% | +487.5% |
| Q3 2017 | $436,000 | +17.2% | 2,942 | +10.6% | 0.01% | +14.3% |
| Q2 2017 | $372,000 | +28.7% | 2,659 | +27.5% | 0.01% | +16.7% |
| Q1 2017 | $289,000 | +8.2% | 2,085 | +9.3% | 0.01% | 0.0% |
| Q4 2016 | $267,000 | +12.2% | 1,907 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $238,000 | +3.5% | 1,907 | -3.1% | 0.01% | +20.0% |
| Q2 2016 | $230,000 | +6.5% | 1,967 | +3.4% | 0.01% | 0.0% |
| Q1 2016 | $216,000 | +1.4% | 1,902 | -6.3% | 0.01% | -16.7% |
| Q3 2015 | $213,000 | -15.8% | 2,030 | -5.4% | 0.01% | -14.3% |
| Q2 2015 | $253,000 | +21.6% | 2,147 | +22.5% | 0.01% | +16.7% |
| Q1 2015 | $208,000 | – | 1,752 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Palisades Hudson Asset Management, L.P. | 292,393 | $26,087 | 14.28% |
| Cosner Financial Group, LLC | 103,871 | $9,267,355 | 8.17% |
| Forbes Financial Planning, Inc. | 79,981 | $7,135,913 | 7.65% |
| Pensionmark Financial Group, LLC | 329,889 | $29,604,803 | 5.86% |
| Probity Advisors, Inc. | 275,750 | $24,602,454 | 5.67% |
| ETFIDEA, LLC | 127,397 | $11,366,319 | 4.83% |
| Sterling Financial Planning, Inc. | 86,386 | $7,707,379 | 3.95% |
| LTG Capital LLC | 38,661 | $3,449,335 | 3.64% |
| SOUTHERN CAPITAL ADVISORS, LLC | 47,835 | $4,267,806 | 3.55% |
| Ellis Investment Partners, LLC | 152,196 | $13,578,933 | 3.49% |